On the User Management page of the Formstack Admin Panel, Platform Admins can access a list of all users across the products to which they subscribe and invite new users.
To access the “Manage Users” section in the Admin Panel, either click on your name and then on ‘User Management’ or click the Product Switcher, then “Administration”, then “Manage Users”.
Note: If you don’t see the ‘User Management’ option in your user menu, you may not be a Platform Admin.
Platform Admins can invite new users to an account. To do this, click the ‘Add Users’ button.
(Note: At this time, users can only be added one at a time).
On the following modal, enter the email address of the user, assign the platform role (Basic or Admin), and decide which products the user will have access to.
Click ‘Add A User’. An invite will be emailed to the new user (learn more here) and they will display in the Admin Panel user table as a Pending user.
You will then be redirected to the new user’s settings page where you can update their Platform permissions, and set product permissions.
Giving a User Sign Access
- To give new users access to the Sign product, check the box next to Sign under ‘Product Access’.
- If you pay per user, you will receive a warning notifying you that you will be billed once you assign the user to Sign and save changes.
- Once you click ‘Save Changes’ your account will be billed for the new user and the user will now have access to the Sign product when they accept their invite (if they’re a new user) or go to Formstack.com/sign to login (if they’re a user that already exists in your organization).
If needed, Platform Admins can resend the invite to the user by clicking the Actions icon and choosing ‘Resend Invite’.